IUSS
Invesco RAFI Strategic US Small Company ETFIUSS Fund Description
IUSS tracks an index of stocks from small US firms. The index determines firm size by fundamental metrics and also screens by "quality" metrics. Stocks are weighted by firm size.
IUSS Factset Analytics Insight
IUSS offers two main distinctions in its exposure to stocks from small US firms. First, it ignores market cap as the primary means of determining whether a company is large or small. Instead, it ranks by fundamental metrics: revenue, operating cash flow, dividends & buybacks, and book value. Second, IUSS screens for “quality”, using the current levels and historical growth of sales/assets. The fund is weighted by the same fundamental size metrics used in selection. As such, it will take a somewhat contrarian approach relative to cap-weighted funds: At rebalance, it will take profits from gainers and top up losers. The fund issuer, Invesco, also provides the index.
IUSS MSCI ESG Analytics Insight
Invesco RAFI Strategic US Small Company ETF has an MSCI ESG Fund Rating of BB based on a score of 3.98 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Invesco RAFI Strategic US Small Company ETF ranks in the 20th percentile within its peer group and in the 50th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IUSS CHARTS AND PERFORMANCE
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IUSS Portfolio Data
IUSS Index Data
IUSS Portfolio Management
IUSS Tax Exposures
IUSS Fund Structure
IUSS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IUSS. IUSS is rated a 5 out of 5.
IUSS Tradability
IUSS Sector/Industry Breakdown
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IUSS TOP 10 HOLDINGS[View All]
IUSS Countries
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IUSS Economic Development
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IUSS Performance Statistics
IUSS MSCI ESG Ratings
IUSS BENCHMARK COMPARISON SUMMARY
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IUSS BENCHMARK COMPARISON MARKET CAP SIZE
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.